Mittelman Wealth Management Vanguard Consumer Discretionar Transaction History
Mittelman Wealth Management
- $176 Billion
- Q3 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Mittelman Wealth Management holds 1,443 shares of VCR stock, worth $545,886. This represents 0.28% of its overall portfolio holdings.
Number of Shares
1,443
Previous 1,697
14.97%
Holding current value
$545,886
Previous $530 Million
7.3%
% of portfolio
0.28%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding VCR
# of Institutions
542Shares Held
13.5MCall Options Held
9.5KPut Options Held
6.3K-
Wealthfront Advisers LLC5.57MShares$2.11 Billion1.74% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$525 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY498KShares$189 Million0.01% of portfolio
-
Beacon Capital Management, Inc.479KShares$181 Million7.02% of portfolio
-
Ubs Group Ag388KShares$147 Million0.03% of portfolio